Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The Senior Technical Project Manager will provide operational rigor for managing the delivery portfolio, improving forecasting accuracy, and enabling business execution through clear demand, capacity, and investment insights. This role involves partnering with various teams to maintain high-quality data, surface delivery risks, and ensure alignment of staffing and budgets to priorities.
Responsibilities:
- Analyze and report departmental demand/capacity forecasts and portfolio performance, leveraging AI-enabled analytics where appropriate
- Maintain high-quality data for resource-to-capability alignment and capacity vs. demand reporting within funding allocations
- Maintain estimation standards to quantify demand against capacity by department and capability
- Lead annual planning processes, ensuring consistent documentation, estimates, and timelines
- Maintain accurate funding allocations and financial tracking structures across strategies, initiatives, and teams
- Partner with Portfolio Managers to document priority decisions and business/technology alignment
- Maintain investment accountability structures within delivery tools
- Facilitate monthly portfolio reviews to drive transparency and roadmap alignment
- Maintain and communicate a realistic forecast of portfolio outcomes, risks, and readiness across strategies and initiatives
- Provide fact-based recommendations for portfolio and team rebalancing based on staffing capacity and demand
- Manage multiple initiatives simultaneously
- Own PPMO (PPM Optics) operations, including time compliance and standard activities governance, tool stewardship (access/setup, dashboards), exception triage/outreach, and month-end readiness
- Enable billing capabilities for operations and maintenance, including labor allocation mechanics and required operational reporting
- Build and maintain automated operational reporting and notifications (e.g., scheduled compliance extracts and leader-ready summaries) to reduce manual follow-up and improve timeliness
- Build and scale AI chat/agent solutions, leveraging available enterprise agents (e.g., support-site agents) where appropriate, to streamline portfolio and financial operations, reduce cycle time, and improve data quality
- Design and iterate team and personal digital agents to support forecasting, reporting, and portfolio review preparation, using human-in-the-loop review and measurable outcomes
- Research emerging AI capabilities and translate strategy into a prioritized roadmap of operational use cases aligned to value, governance, and compliance
- Develop reusable AI assets (prompt libraries, agent playbooks, and guardrails) and enable adoption to improve analyst productivity and portfolio insights
- Operate effectively with ambiguity and minimal supervision
- Facilitate collaboration sessions to achieve outcomes
- Apply strong organizational skills and operational planning
- Identify and resolve process gaps
- Delegate to appropriate owners and ensure accountability
- Provide regular leadership updates (e.g., supply/demand health)
- Coordinate alignment sessions with customers and partners to maintain data quality and close issues
- Communicate effectively (written and verbal)
- Other projects as requested by leadership
- Leverage enterprise-approved AI tools to streamline workflows, automate tasks, and drive continuous improvement
Requirements:
- Bachelor's degree
- 5+ years of experience in presenting and communicating with internal and external stakeholders
- 5+ years of experience in financial and workforce planning/management
- 5+ years of experience automating recurring operational reporting using low-code/no-code tools or scripts (e.g., scheduled extracts, workflow automation, and repeatable data quality checks)
- 5+ years of Advanced Excel proficiency for large data sets (organizing, troubleshooting, and analysis)
- 3+ years of experience with time reporting and labor chargeback concepts (e.g., PPM Optics/PPMO), including compliance monitoring and month-end execution needs
- Strong organizational and planning skills
- Navigate ambiguity and drive alignment across stakeholders
- Maintain staffing-to-capability alignment across teams
- Operate effectively in a highly matrixed environment
- PowerPoint proficiency to translate findings into executive-ready materials
- Use AI chat tools daily to accelerate analysis and drafting, with strong judgment on verification, privacy, and secure data handling
- Evaluate AI approaches/tools, define success metrics, validate outputs, and document risks and controls
- Prior experience delivering digital solutions and products for internal and external customers
- Experience with time reporting compliance dashboards and leader-facing compliance communications
- Experience with Aha! and agile delivery tools (CA Rally/Jira)
- Experience in workforce planning, finance, or product development
- Knowledge of software and infrastructure engineering (on-prem and cloud)
- Knowledge of consumer digital experience concepts and technology
- Business case development and prioritization methods
- Hands-on experience building or supporting AI agents and workflow automation (e.g., copilots/agents, RPA, API-enabled automations)
- Familiarity with LLM concepts (e.g., prompt engineering, retrieval-augmented generation, and agent orchestration) and responsible enterprise use
- Experience integrating AI into reporting/analytics workflows (e.g., Excel/Power BI, databases, portfolio tools)